Tax Senior Manager– Wealth Management / Family Office /UHNW
Location: Chatham, NJ (On-site)
Industry: Financial Services / Family Office
Compensation: Base salary up to $175K DOE + bonus + full benefits (100% employer-paid)
About the Firm
O
ur client is a private family office providing investment management, estate planning, tax, and accounting services to a multigenerational high-net-worth family. The office manages a complex and diversified portfolio that includes traditional investments, real estate, private partnerships, and charitable entities. The firm supports a small group of individual clients, trusts, and a significant private foundation, and prides itself on discretion, long-term stewardship, and deep financial expertise.
Position Overview
Our client is seeking an experienced Tax Director with significant high-net-worth tax experience to lead the firm’s accounting and tax operations. This individual will play a strategic role in supporting family members, trusts, partnerships, and the firm’s charitable foundation. The Controller will also oversee all internal financial reporting, manage relationships with external accounting and legal professionals, and supervise internal accounting staff. This is a hands-on, detail-oriented position requiring strong tax and financial acumen and excellent interpersonal skills.
Key Responsibilities:
Tax Planning & Compliance
Accounting & Financial Operations
Qualifications:
Benefits
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